See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $35,450 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,899 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,158 | $79,013-6.1% | $100,391-26.1% | $74,495-0.5% |
| Participation rate | 72.1% | 79.5%-7.4pp | 81.5%-9.4pp | 67.2%+4.9pp |
| Annual return | 14.12% | 20.41%-6.3pp | 49.20%-35.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,951 | $3,021-2.3% | $3,942-25.1% | $2,623+12.5% |
| Participant deferral / active EE | $4,129 | $7,760-46.8% | $8,082-48.9% | $4,346-5.0% |
| Admin fee / account holder | $332 | $1,320-74.9% | $7,899-95.8% | $1,942-82.9% |